W
Worthview Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,261,517
Clients
20
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$1,613,076
About
Worthview Capital Management provides discretionary portfolio management to individual clients, including high net worth individuals, and tailors investment advice to each client's stated objectives. The firm advises across a broad range of instruments — including equities, corporate and municipal debt, mutual funds and ETFs, REITs, and digital assets — and reports approximately $32.3 million in discretionary assets under management.
The firm’s investment process uses a mix of fundamental and cyclical analysis and generally favors long-term purchases, while also deploying model portfolios developed by unaffiliated managers for certain accounts. ESG considerations are incorporated into its practices, and the firm notes that tax efficiency is not a primary objective, recommending clients consult tax professionals about tax implications.
Distinctive features relative to many peers include the firm’s explicit advisory capability and disclosures around digital assets, including attendant custody and regulatory considerations for those holdings. The firm also routinely requires clients to direct brokerage to a single custodian (Schwab) and does not vote client proxies on their behalf, which may affect trade execution options and proxy voting arrangements compared with advisers that choose brokers or vote proxies for clients.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Fee options
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% Over $50,000,000+: 0.20%
Main office location
Worthview Capital Management LLC
10 Burton Hills Blvd., Suite 400
Nashville TN 37215, United States
Number of offices
1
Most active in
Worthview Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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